DI
DI

David Mark Iverson

37 Years of Experience
May Earn Commission
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
6,093 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$7.4B

Fee Structure

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Location

402 Main Street W., Lake Mills, IA, 50450

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

David is an employee at a CPA firm, DK Arndt CPA, since December 1st. This is a full-time commitment for David.

Employment History
Current Registrations
Intellicents Investment Solutions INC
April 2018 - Present · 7 yrs 10 mos
Previous Registrations
Securian Financial Services, INC.
November 2002 - April 2018 · 15 yrs 5 mos
Cauldwell Financial Group INC
May 2001 - December 2003 · 2 yrs 7 mos
Securian Financial Services, INC.Broker
July 1995 - April 2018 · 22 yrs 9 mos
Kingland Capital CorporationBroker
January 1993 - May 1995 · 2 yrs 4 mos
Aegon USA Securities INC.Broker
June 1990 - December 1992 · 2 yrs 6 mos
H.D. Vest Investment Securities, INC.Broker
December 1987 - June 1990 · 2 yrs 6 mos
State Registrations2 states
IAMN
Advisor
Exams
No exam information available for this advisor.